We all know the importance of financial planning, however many people are overwhelmed by it. In addition, the rapidly evolving world and associated financial aspects add further to the stresses of being able to secure financial freedom during retirement.
This is the focus of today’s guest, Kay Pfleghardt, who aims to educate rising leaders and retirees on how to think differently about their wealth, particularly intergenerational wealth.
Kay learned the importance of money at an early age when there was a mix-up regarding her grandfather's estate. She also learned how important it is to communicate financial plans within families to ensure that financial plans are effective. Kay is a rising professional in financial planning and has made her mark on the industry through her perception of intergenerational wealth
Kay has a bachelor's degree in financial planning and an associate's degree in accounting, as well as experience in psychology. Her stand-out quality is her ability to combine her love for numbers with her understanding of people and what motivates them, making her a popular figure within the financial planning industry. In today’s conversation, we find out about Kay’s professional background, how her combination of skills benefits her and her clients, challenges the development of intergenerational wealth, the importance of starting financial planning early, and much more. Tune in to hear more from a rising leader and expert in her field, Kay Pfleghardt!
What you’ll learn about in this episode: